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TPZTPZ
7 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in TORTOISE CAPITAL SERIES TRUS

LPL Financial LLC holds 95,329 shares of TPZ (TORTOISE CAPITAL SERIES TRUS), worth $2.1M as of 2026-Q2. The position was decreased (-4.0% shares). TPZ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2.1M

Current Shares

95,329

Total Value Change

+$121,498

Total Shares Change

-2,520

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
95,329
-4.0%
$2.1M0.0%$21.87
0
2026-Q1
Increased
99,279
+8.2%
$2.2M0.0%$22.61
28
2025-Q4
Decreased
91,718
-4.8%
$1.9M0.0%$20.52
0
2025-Q3
Increased
96,362
+0.9%
$2M0.0%$20.80
26
2025-Q2
Decreased
95,522
-1.7%
$2M0.0%$19.97
0
2025-Q1
Decreased
97,216
-0.7%
$2M0.0%$20.06
0
2024-Q4
New
97,849
-
$2M0.0%$19.27
36

Other major holders of TPZ: NorthCoast Asset Management LLC, JANE STREET GROUP, LLC

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